University of Vermont

Professional Development and Training

Software Classes

Software Proficiency Courses Currently Offered


Axiom Annual Budgeting & Salary Planning Refresher

Facilitator: Financial Analysis & Budget Office staff
Target Audience:Business/Budget Managers
Time Allotted: 2 hours
PeopleSoft Course Number: CPT073

Level of Instruction: Intermediate
Prerequisites: Axiom license for single-year budgeting/salary planning

Overall Objectives: How to enter new-year line-item budgets and salaries in Axiom

Learning Outcomes:

  • Understand the process, user interface, and functionality for entering line-item budgets and new-year salaries and distributions
  • Learn how to run diagnostic tools and reports to check submitted data for errors
  • Learn key budget dates and deadlines
  • Learn how to access self-help resources including user guides and video tutorials
  • Learn how to navigate Axiom budgeting through hands-on practice in a training environment

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Axiom Financial Reports

Facilitator: Financial Analysis & Budget Office staff
Target Audience:Business/Budget Managers
Time Allotted: 2 hours
PeopleSoft Course Number: CPT072

Level of Instruction: Intermediate
Prerequisites: Axiom license

Overall Objectives: How to access and use Axiom budget-to-actual reports

Learning Outcomes:

  • Become familiar with the different Axiom financial reports available and which are best suited for a given purpose
  • Understand the basic characteristics/parameters of the Axiom reports
  • Learn how to refresh, filter, drill to detail, and change the report view
  • Practice using Axiom reports during time for hands-on exploration

Recommended Pre- and Post-Class Actions

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ePAR - An Introduction

Facilitators: Kaitlyn Bedell, Monika Hotaling, and Penny Cayia
Target Audience: Individuals responsible for processing personnel actions in PeopleSoft
Time Allotted: 1 Hour 15 Minutes
PeopleSoft Course Number: CPT070

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Participants will gain an understanding of how personnel actions are processed using the new electronic Personnel Action Request (ePAR) functionality within PeopleSoft HCM. You will see the lifecycle of an ePAR from creation all the way through to the information being updated into PeopleSoft.

Learning Outcomes:

  • Describe the purpose of the ePar Module
  • Explore the functionality of the ePar Module
  • Practice performing a variety of common transactions using the ePar Module

Recommended Pre- and Post-Class Actions

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ePAR Best Practices

Facilitators: Kaitlyn Bedell, Monika Hotaling, and Penny Cayia
Target Audience: Individuals responsible for processing personnel actions in PeopleSoft
Time Allotted: 1 Hour 15 Minutes
PeopleSoft Course Number: CPT071

Level of Instruction: Intermediate
Prerequisites: Participants should have basic understanding of ePar software and a working knowledge of how personnel actions are performed at UVM

Overall Objectives: This class will go over shortcuts and materials that make initiating, approving and editing ePARs more time effective. This class will also include a comprehensive discussion related to more complex ePARs and will include time for users to bring suggestions related to system improvements.

Learning Outcomes:

  • Discuss best practices for initiating, approving and editing ePARs
  • Examine specific complex ePAR examples and discuss ways to increase ease and efficiency of entry for these more complex ePARs

Recommended Pre- and Post-Class Actions

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ERS Certification Software Training

Facilitators: Mike Meunier and Dawn Caffrey
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel certifying effort on sponsored agreements. Administrators who are new in their supporting role or need a refresher on the ERS Certification process/module are encouraged to enroll.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: CPT041

Level of Instruction: Introductory
Prerequisites: Fundamental understanding and working knowledge of the University’s Effort Management and Reporting policy

Overall Objectives: Provide participants with an understanding of the ERS certification module functionality and learn effective business practices in supporting certifiers during their review/certification process. A step-by-step review of the ERS system using examples will be demonstrated. Hands-on computer access for attendees will occur to reinforce understanding.

Learning Outcomes:

  • Understand the ERS Certification process (Planning, Pre-Review, Certification, Post-Review)
  • Become proficient in using the ERS-CERT functionality through lab exercises
  • Understand important planning considerations before certifiers are engaged to begin
  • Ability to develop an important communication strategy to support the effort certifications within your unit

Recommended Pre- and Post-Class Actions

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ERS Commitment Effort Software

Facilitators: Mike Meunier and Dawn Caffrey
Target Audience: Administrators such as Business Managers and their respective administrative staff whose responsibilities include assisting the Principle Investigator and key personnel managing effort commitments on sponsored agreements. Administrators who are new in their supporting role or need a refresher on the ERS Commitment module are encouraged to enroll.
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT044

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Provide participants with an understanding of the ERS commitment module functionality and learn effective business practices in supporting the Principle Investigator and key personnel in assessing and updating their effort plans on sponsored agreements.

Learning Outcomes:

  • Describe important effort related concepts, definitions and sponsor regulations
  • Explain the process of verifying and saving changes to an effort plan in ERS-CEM
  • Describe how to use reports to verify effort for all personnel charged to sponsored agreements
  • Identify potential compliance issues using this module
  • Utilize this tool to identify prior approval requirements from sponsors

Recommended Pre- and Post-Class Actions

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Financial Management Tools for Sponsored Projects

Facilitators: To be determined
Target Audience: New Hires, Department Administrators
Time Allotted: 1 Hour 30 Minutes
PeopleSoft Course Number: CPT067

Level of Instruction: Intermediate
Prerequisites: Participants must have a basic understanding of sponsored projects, a familiarity with basic and mid-level PeopleSoft (monthly budget reports, journal entries, expense reports, PurCards, Time & Labor) and possess a basic level of comfort and skill with Excel

Overall Objectives: This session provides an overview of key post award grants management topics and recommended best practices and tools for effective and pro-active post award financial management and reporting.

Learning Outcomes:

  • Learn about key sponsored projects topics
  • Know the UVM processes around those key topics
  • Identify and learn some tools that are available to manage your grants

Recommended Pre- and Post-Class Actions

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JobX Training

Facilitator: Emily Tupper
Target Audience: Student Employee Supervisors
Time Allotted: 1 Hour 45 Minutes
PeopleSoft Course Number: STU012

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Ready to be introduced to JobX, the Student Employment Office jobs board program? Gain valuable information on advertising student employment opportunities for undergraduates with or without work study and graduates with work study. JobX is a powerful program that allows students to search for jobs and apply for them directly, and can do even more for supervisors; learn all of the helpful features in this training session.

Learning Outcomes:

  • Create a new job
  • Evaluate and update your current jobs
  • Customize the default job application
  • Hire an applicant
  • Produce helpful reports
  • Locate and utilize helpful forms and documents

Recommended Pre- and Post-Class Actions

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PeopleAdmin Basic

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Target Audience: Department Users of PeopleAdmin
Time Allotted: 2.5 Hours
PeopleSoft Course Number: PPA001

Level of Instruction: Introductory
Prerequisites: Participants should be PeopleAdmin users in their current role.

Overall Objectives: This session will provide an overview of the revamped PeopleAdmin mini-manual and how to use it. Participants will learn best practices for using PeopleAdmin effectively and efficiently.

Learning Outcomes:

  • Demonstrate a basic understanding of how PeopleAdmin works “behind the scenes”
  • Learn how to initiate actions, create job postings and handle applicants
  • Tricks and shortcuts for using PeopleAdmin quickly

Recommended Pre- and Post-Class Actions

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PeopleAdmin Advanced

Facilitator: Rafae Khan, Recruitment & Retention Advisor
Target Audience: Experienced users of the PeopleAdmin Position Management and Applicant Tracking modules who are looking to refresh their skills and ask questions.
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PPA004

Level of Instruction: Intermedidate/Advanced
Prerequisites: Participants should be PeopleAdmin users in their current role.

Overall Objectives: To go over best practices in PeopleAdmin, ask questions, and learn new techniques.

Learning Outcomes:

  • To be able to use the PeopleAdmin system more effectively and with less errors.

Recommended Pre- and Post-Class Actions

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PeopleAdmin: Performance Module Basics

Facilitator: Rafae Khan, Recruitment & Retention Advisor; Kait Bedell, HR Operations Coordinator
Target Audience: Supervisors, Business Managers, HR Representatives or Support Staff for these roles
Time Allotted: 1 Hour
PeopleSoft Course Number: PPA003

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: This session will provide an overview of the online performance review process for staff* performance reviews in PeopleAdmin. Participants will learn how to complete an online review and upload paper reviews in the performance management module.

*Please Note: This training does not cover faculty performance reviews

Learning Outcomes:

  • Demonstrate a basic understanding of the PeopleAdmin Performance Module
  • Learn how to complete a plan, supervisor review and employee review
  • Identify and learn best practices for completing performance reviews within the online system

Recommended Pre- and Post-Class Actions

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PeopleSoft Basics

Facilitator: Kristy Perry
Target Audience: UVM business managers and financial support staff
Time Allotted: 3 Hours
PeopleSoft Course Number: PSU010

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: The PeopleSoft Basics course will introduce users to UVM’s PeopleSoft Financial and HR Applications. Participants will learn basic terminology and skills such as, navigating in the system, creating favorites for quick access, as well as basic employee and business manager functionality.

Learning Outcomes:

  • Demonstrate a basic understanding of the PeopleSoft system including components/modules, terminology and navigation
  • Use various help tools such as mini-manuals and Footprints
  • Demonstrate a basic understanding of employee functionality including entering time, expense reports, and employee self-service
  • Demonstrate a basic understanding of business manager functionality including reports and queries, journals, budget checking, reviewing time reporting, and requisitions and purchase orders

Recommended Pre- and Post-Class Actions

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PeopleSoft Billing & Accounts Receivable 101

Facilitator: Sharon Bergeron, Lindsey Donovan and Renee Hunt
Target Audience: Personnel responsible for processing Billing & Accounts Receivable through PeopleSoft
Time Allotted: 2 Hours
PeopleSoft Course Number: POL016

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Hands-on training in the core billing and accounts receivable set-up, screens, queries and reports in PeopleSoft.

Learning Outcomes:

  • Review the structure of the Billing set-up (Billing Business Unit, Bill Type, Customer)
  • Enter, modify, validate and ready a bill (Use revenue distribution code, Use charge code and Running and analyzing the billing and invalid lines report)
  • Printing invoices (Proforma and Reprinting)
  • Review budget reports for impact of billing entries
  • Review open balances and account history for a customer
  • Processing a payment
  • Crediting a bill
  • Issuing a refund

Recommended Pre- and Post-Class Actions

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PurCard Reallocation Process

Facilitators: Erin Fitzgerald and Holly LeBlanc
Target Audience: Office Assistants and Business Managers
Time Allotted: 2 Hours
PeopleSoft Course Number: PSF011

Level of Instruction: Introductory
Prerequisites: Participants should have responsibility for financial functions in PeopleSoft

Overall Objectives: This session is designed to show you how to reallocate UVM purchasing card expenses. We will also review the UVM Travel Policy and Procurement Policy as it pertains to allowable expenses on the PurCard.

Learning Outcomes:

  • Utilize PeopleSoft to find PurCard journals
  • Explain PurCard expenses by adjusting chartstrings
  • Describe how to split expenses among multiple chartstrings
  • Describe how to submit, print and budget check PurCard journals

Recommended Pre- and Post-Class Actions

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Researching Payables and Invoices

Facilitators: Erin Fitzgerald and Lisa Keefe
Target Audience: Office Assistants and Business Managers
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PSF018

Level of Instruction: Introductory
Prerequisites: Participants should have responsibility for financial functions in PeopleSoft and a minimum of 3 months of PeopleSoft usage

Overall Objectives: This session will provide general information related to researching payables and invoices in PeopleSoft. The session will follow the life cycle of the invoice as it flows through the system.

Learning Outcomes:

  • Describe basic strategies for researching payables and invoices
  • Ask questions related to processing payable and invoices in PeopleSoft system
  • Explain the basic procedures and policies related to payables and invoices at UVM

Recommended Pre- and Post-Class Actions

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Travel Basics

Facilitators: Erin Fitzgerald and Tiffany Barker Cook
Target Audience: Office Assistants and Business Managers
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PSF016

Level of Instruction: Introductory
Prerequisites: Participants should have responsibility for financial functions in PeopleSoft and a minimum of 3 months PeopleSoft usage

Overall Objectives: This workshop will discuss reimbursement for expenses accrued on University business. Participants will gain an understanding of University travel and business meal policies as well as how best to obtain a reimbursement using tools available. Additional topics include: basics for domestic and international travel, receipt requirements, approver responsibilities and frequently asked questions.

Learning Outcomes:

  • Discuss reimbursement processes for expenses accrued while on University business
  • Review University travel and business meal policies
  • Explain the responsibilities of expense approvers on campus

Recommended Pre- and Post-Class Actions

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Advanced Travel

Facilitators: Erin Fitzgerald and Tiffany Barker Cook
Target Audience: Office Assistants and Business Managers
Time Allotted: 1.5 Hours
PeopleSoft Course Number: PSF017

Level of Instruction: Intermediate
Prerequisites: Participants should have responsibility for financial functions in PeopleSoft and a minimum of 6 months of PeopleSoft usage

Overall Objectives: Participants are introduced to advanced functionality of the Travel and Expense module of PeopleSoft.

Learning Outcomes:

  • Demonstrate an advanced understanding of Travel and Expense reimbursement policies and procedures at UVM
  • Explain advanced functionality of the Travel and Expense module of PeopleSoft
  • Utilize various tools to create expense reports
  • Modify existing expense reports to document attendees and hotel expenses

Recommended Pre- and Post-Class Actions

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Software Proficiency Courses Being Offered in the Future


Access 2016 - Basics

Facilitator: Nick Hartshorn
Target Audience: This class is designed to meet the needs of new Microsoft Access users.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT029

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: At the end of this course you will be able to create basic Access databases containing tables, queries, and forms.

Learning Outcomes:

  • Identify the elements of the Access program
  • Create a new database
  • Modify table data
  • Set up a query
  • Design a form

Recommended Pre- and Post-Class Actions

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Access 2016 - Intermediate

Facilitator: Nick Hartshorn
Target Audience: This class is designed to meet the needs of users who are interested in building on basic Access knowledge.
Time Allotted: 3 hours
PeopleSoft Course Number: CPT040

Level of Instruction: Intermediate
Prerequisites: CPT029 or proficiency with the topics covered in CPT029

Overall Objectives: At the end of this course you will be able to query and organize the data found in your database.

Learning Outcomes:

  • Demonstrate how to constrain data entry using field properties
  • Create query joins
  • Set the select query properties
  • Organize information with tab pages
  • Create and view reports

Recommended Pre- and Post-Class Actions

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Access 2016 - Advanced

Facilitator: Nick Hartshorn
Target Audience: Experienced Access users who wish to learn tools to enhance their experience.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT049

Level of Instruction: Advanced
Prerequisites: CPT029 and CPT040 or proficiency with the topics covered in CPT029 and CPT040

Overall Objectives: Extend and enhance Access skills to enable staff to better leverage databases in their work.

Learning Outcomes:

  • Use import and export functions to create tables and output query results
  • Create append, update and delete queries to facilitate record manipulation via a form
  • Develop reports making use of concepts such as grouping, sorting and calculation
  • Explore VBA/macros in Access to transition from one form to another, requery, and open recordsets

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


Excel Basics - 12 Things You May Not Know, But You Should!

Facilitator: TBD
Target Audience: All Employees
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT063

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Microsoft Excel contains an enormous amount of functionality, most of which the general user knows very little or nothing about. Even at the basic level there is great functionality that is rarely, if ever, used. This class will highlight 12 basic tools that Excel users should know.

Learning Outcomes:

  • Create named ranges
  • Employ the data form
  • Apply conditional formatting to worksheet data
  • Demonstrate the split worksheet functionality
  • Freeze worksheet panes
  • Edit multiple worksheets at the same time
  • Generate text to columns
  • Utilize flash fill to expedite data entry
  • Manage data using data validation
  • Transpose data in columns and rows
  • Share worksheet with co-workers
  • Protect worksheet cells

Recommended Pre- and Post-Class Actions

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Excel 2016 – Basics Part 1

Facilitator: TBD
Target Audience: This introductory class is designed for the beginning or basic Excel user.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT055

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: At the end of this course, participants will be familiar with the layout of Excel, understand basic Excel terminology and functionality, and be able to create simple spreadsheets using Excel 2016.

Learning Outcomes:

  • Know the terms associated with Excel including Ribbon, Tabs, Groups and Back Stage View
  • Create worksheets and apply basic formatting to achieve data organization goals
  • Describe specific components of Excel Worksheet software
  • Edit data and worksheets to fit specific needs
  • Practice Excel skills utilizing real-world examples

Recommended Pre- and Post-Class Actions

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Excel 2016 – Basics Part 2

Facilitator: TBD
Target Audience: This class is designed for beginner or basic users who have completed Basic Excel Part 1 or are proficient with the topics covered in that class.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT056

Level of Instruction: Introductory
Prerequisites: CPT055 or proficiency with the topics covered in CPT055

Overall Objectives: To instruct basic users how to create and manage workbooks, and apply useful worksheet functionality.

Learning Outcomes:

  • Demonstrate a basic understanding of how Excel 2016 is organized
  • Create, modify and format worksheets
  • Customize Excel Themes and Table Styles
  • Design Headers and Footers in worksheets
  • Demonstrate how to use Data Forms
  • Apply Conditional Formatting to worksheet data

Recommended Pre- and Post-Class Actions

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Excel 2016 – Basics Part 3

Facilitator: TBD
Target Audience: This class is designed for beginner or basic users who have complete Basic Excel Parts 1 and 2 or who are proficient with the topics covered in those classes.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT057

Level of Instruction: Introductory
Prerequisites: CPT055 and CPT056 or proficiency with the topics covered in CPT055 and CPT056

Overall Objectives: To build on the lessons learned in Excel 2016 Basics Parts 1 and 2, by creating and managing data in worksheets and workbooks.

Learning Outcomes:

  • Create a workbook using a template
  • Craft a custom template
  • Identify different types of data
  • Discover how to rotate cell data
  • Manage data using the Data tab
  • Practice Flash Fill functionality for data
  • Transpose data in columns and rows
  • Share and protect worksheets and workbooks

Recommended Pre- and Post-Class Actions

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Excel 2016 – Formulas Basics

Facilitator: TBD
Target Audience: Experienced Excel users interested in learning how to create basic formulas and practice utilizing common functions and Excel features.
Time Allotted: 3 hours
PeopleSoft Course Number: CPT059

Level of Instruction: Intermediate
Prerequisites: CPT055, CPT056 and CPT057 or proficiency with the topics covered in CPT055, CPT056 and CPT057

Overall Objectives: Understand how to effectively use the advanced formatting features available in Excel to quickly and efficiently format large amounts of data. This class will also teach skills related to understanding and using basic formulas and functions.

Learning Outcomes:

  • Filter and sort data in a worksheet
  • Define mathematical operators and demonstrate proper use
  • Construct basic formulas to perform calculations
  • Practice common functions such as: CONCATENATE, UPPER, IF, TRIM, and TODAY
  • Practice the Subtotal, Text to Columns, Conditional Formatting, and Remove Duplicate features

Recommended Pre- and Post-Class Actions

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Excel 2016 – Formulas Intermediate Part 1

Facilitator: TBD
Target Audience: This 2-part class is designed for Excel users who have experience working with basic formulas, and who are interested in building on that knowledge.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT060

Level of Instruction: Intermediate
Prerequisites: CPT059 or proficiency with the topics covered in CPT059

Overall Objectives: By the end of this 2-part training course, you will have a solid understanding of many of the formulas and functions available in Excel, and will be comfortable utilizing them in your worksheets.

Learning Outcomes:

  • Utilize absolute referencing
  • Create named ranges to use in formulas and functions
  • Understand how to use the numerous Count functions
  • Construct VLOOKUP formulas to search a data range

Recommended Pre- and Post-Class Actions

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Excel 2016 – Formulas Intermediate Part 2

Facilitator: TBD
Target Audience: This 2-part class is designed for Excel users who have experience working with basic formulas, and who are interested in building on that knowledge.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT068

Level of Instruction: Intermediate
Prerequisites: CPT060

Overall Objectives: By the end of this 2-part training course, you will have a solid understanding of many of the formulas and functions available in Excel, and will be comfortable utilizing them in your worksheets.

Learning Outcomes:

  • Generate linked worksheets
  • Understand how to break down complicated formulas
  • Employ the function wizard
  • Experiment with some key Excel functions, such as SUBTOTAL and IF
  • Utilize Array formulas to gain consistency, formula integrity, and smaller file sizes

Recommended Pre- and Post-Class Actions

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Excel 2016 – Intermediate

Facilitator: TBD
Target Audience: This class is designed for Excel 2016 users with a solid understanding of the basics of spreadsheets who wish to perform more complex operations.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT058

Level of Instruction: Intermediate
Prerequisites: CPT055, CPT056 and CPT057 or proficiency with the topics covered in CPT055, CPT056 and CPT057

Overall Objectives: Gain experience using intermediate formatting skills in Excel, and creating charts and graphs.

Learning Outcomes:

  • List the types of charts and graphs available in Excel and describe their functions
  • Compare types of charting tools and choose the best for your data
  • Construct various charts and graphs
  • Analyze and correct errors in how data is displayed in a chart or graph
  • Understand the AutoSum functionality
  • Convert text to columns
  • Summarize data on the status bar
  • Link and embed objects
  • Insert hyperlinks

Recommended Pre- and Post-Class Actions

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Excel 2016 – Macros Basics

Facilitator: TBD
Target Audience: Experienced Excel users who wish to learn how to create simple Macros.
Time Allotted: 2 hours
PeopleSoft Course Number: CPT061

Level of Instruction: Advanced
Prerequisites: Proficiency with basic and intermediate functions in Excel

Overall Objectives: This course will provide you with basic skills related to building and troubleshooting Macros in Excel.

Learning Outcomes:

  • Describe common uses for Macros
  • Discuss timesaving benefits of Macros
  • Discover how to enable Macros in Excel
  • Construct a basic Macro utilizing your own data
  • Troubleshoot common Macro problems
  • Distinguish between Absolute and Relative Macros

Recommended Pre- and Post-Class Actions

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Excel 2016 – Pivot Tables Basics

Facilitator: Nick Hartshorn
Target Audience: Experienced Excel users who wish to learn how to create Pivot Tables and Pivot Charts.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT062

Level of Instruction: Intermediate
Prerequisites: Proficiency with basic function and navigation in Excel

Overall Objectives: At the end of this class, you will be able to create simple Pivot Tables and Pivot Charts.

Learning Outcomes:

  • List three benefits of using Pivot Tables
  • Construct basic Pivot Tables in Excel
  • Customize Pivot Table data using advanced features
  • Name three advantages of using Pivot Charts
  • Build and tailor basic Pivot Charts using advanced Excel features

Recommended Pre- and Post-Class Actions

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Excel 2016 – Pivot Tables Advanced

Facilitator: Nick Hartshorn
Target Audience: Experienced Excel users who wish to learn how to create simple Macros.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT069

Level of Instruction: Advanced
Prerequisites: CPT062 or proficiency with the topics covered in CPT062

Overall Objectives: Use Pivot Tables to more effectively analyze PeopleSoft data.

Learning Outcomes:

  • Create advanced Pivot Tables in Excel
  • Utilize the native Excel Model to create Pivot Tables from multiple data sets
  • Develop knowledge of Pivot Table and Field options
  • Learn how to create Calculated Fields
  • Use advanced formatting options for Pivot Tables
  • Practice skills utilizing PeopleSoft data

Recommended Pre- and Post-Class Actions

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LimeSurvey Basics

Facilitator: TBD
Target Audience: This class is designed to meet the needs of the beginning LimeSurvey user.
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT027

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: At the end of this course you will be able to create, publish, and analyze your own surveys.

Learning Outcomes:

  • Generate online surveys
  • Create survey distribution lists
  • Utilize LimeSurvey's tiered approach to survey structure
  • Demonstrate how to test and activate a survey
  • View survey results in statistical and graphical analysis forms

Recommended Pre- and Post-Class Actions

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Open Lab: PeopleSoft Billing & Accounts Receivable

Facilitator: Sharon Bergeron, Lindsey Donovan and Renee Hunt
Target Audience: Personnel responsible for processing Billing & Accounts Receivable through PeopleSoft
Time Allotted: 2 Hours
PeopleSoft Course Number: No Registration Required

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Hands-on training in the core billing and accounts receivable set-up, screens, queries and reports in PeopleSoft.

Learning Outcomes:

  • Review the structure of the Billing set-up
    o Billing Business Unit
    o Bill Type
    o Customer
  • Enter, modify, validate and ready a bill
    o Use revenue distribution code
    o Use charge code
    o Running and analyzing the billing and invalid lines report
  • Printing invoices
    o Proforma
    o Reprinting
  • Review budget reports for impact of billing entries
  • Review open balances and account history for a customer
  • Processing a payment
  • Crediting a bill
  • Issuing a refund

Recommended Pre- and Post-Class Actions

Check availability and register by logging in to PeopleSoft HR


PowerPoint 2016 - Basics

Facilitator: TBD
Target Audience: Basic or beginning PowerPoint users
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT066

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Create effective presentations using Microsoft Office 2016 PowerPoint. This hands-on workshop will demonstrate important PowerPoint techniques, discuss helpful tips for working with the software, and allow time for practice.

Learning Outcomes:

  • Identify components of the PowerPoint 2016 program
  • Define terminology such as ribbons, tabs and groups
  • Recall basic commands available in the File tab
  • Modify the Quick Access Toolbar
  • Create a basic presentation
  • Apply formatting to presentation content

Recommended Pre- and Post-Class Actions

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Prezi - Basics

Facilitator: TBD
Target Audience: Basic or beginning Prezi users
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT022

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Create non-linear presentations on a virtual canvas. Transform standard PowerPoint presentations into dynamic and interactive presentations using Prezi. This hands-on workshop will demonstrate important techniques, discuss helpful tips for working with the software, and allow time for practice.

Learning Outcomes:

  • Define important components of Prezi software
  • List three tips for working with the Prezi software
  • Employ tips for efficient and effective use of Prezi
  • Practice transferring an existing PowerPoint into a Prezi presentation

Recommended Pre- and Post-Class Actions

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Word 2016 – Basics

Facilitator: TBD
Target Audience: This class was designed to meet the needs of new or basic Microsoft Word users.
Time Allotted: 2 Hours
PeopleSoft Course Number: CPT064

Level of Instruction: Introductory
Prerequisites: None

Overall Objectives: Understand the layout, basic navigation, and common tools found in Microsoft Word 2016. Gain a working understanding of the basic features of Word.

Learning Outcomes:

  • Know the terminology associated with Word including Ribbons, Tabs, Groups, and File tab
  • Create documents and apply basic formatting
  • Describe specific components of Word software
  • Apply Word templates to quickly create documents
  • Gain proficiency while practicing fundamental Word techniques

Recommended Pre- and Post-Class Actions

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Word 2016 – Intermediate

Facilitator: TBD
Target Audience: This class is designed for users who have mastered basic functionality in Word 2016.
Time Allotted: 3 Hours
PeopleSoft Course Number: CPT065

Level of Instruction: Intermediate
Prerequisites: CPT064 or proficiency with the topics convered in CPT064

Overall Objectives: To build on basic skills by learning Word functionality that will enhance your documents.

Learning Outcomes:

  • Generate a Table of Contents for a document
  • Describe the Mail Merge functionality
  • Create a cover page
  • Construct and modify Word tables
  • Apply watermarks to documents
  • Produce and modify tables
  • Practice adding columns to a document
  • Incorporate section breaks

Recommended Pre- and Post-Class Actions

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PLEASE NOTE - Due to our move to the Allen House, our software certificate series and many of our usual software classes are postponed. We will offer these classes second semester so check back often. If you don't see the class you need let us know! Take a moment and share your idea with us.

Last modified October 25 2017 09:39 AM